ENQUIRIES
Enquiries & Quotes
Bring new enquiries, quotes and follow ups into one clearer process.
Explore enquiries→
Build the journey once. Let Crevida help you keep it moving.
BUILT AROUND YOUR PROCESS
Shape it around the way you actually work.
Your business doesn’t have to follow somebody else’s process. Start with a journey already there, then change the stages, actions and timings to fit the way you work. Add what you need. Remove what you don’t.
YOUR CLIENT JOURNEY
Most bookings follow some kind of pattern.
Enquiry. Quote. Booking. Appointments. Information to collect. Payments. Final details. Wedding day.
Instead of remembering that separately for every client, give the journey a proper place to live.
Give the repeatable parts of a booking a clear path from the enquiry through to the event and beyond.
Enquiry
Quote
Booking confirmed
Appointments
Questionnaires
Payments
Final details
Wedding or event
Follow up
Follow ups. Questionnaires. Reminders. Repeatable messages. If something doesn’t need your judgement each time, it can happen automatically at the point you choose.
Automated emails
App messages
Questionnaires
Payment reminders
Follow ups
Timed steps
A quote review. An appointment to arrange. Information to check. A message that needs a personal answer. Keep those steps manual and let Crevida bring them back into view when your input is needed.
Review an enquiry
Send a quote
Arrange an appointment
Review information
Make a decision
Send a personal message
See where a client is in the journey without having to work it out from old messages or memory.
Completed steps
Upcoming steps
Manual actions
Automatic actions
Next Steps
Journey history
You don’t have to begin with a blank screen. Start with a journey already there, then change it as you learn what works for your business.
Starting journey
Add steps
Remove steps
Manual or automatic
Change timing
Shape it around your business
WHAT THIS MEANS FOR YOU
Your business doesn’t have to rely on your memory.
The repeatable parts have somewhere to live. The steps that need you come back into view.
You still run the relationship. You just don’t have to remember every little thing that keeps it moving.
KEEP THE NEXT STEP OUT OF YOUR HEAD
Build the repeatable journey once.
Automate what makes sense, keep the personal parts with you and see what needs to happen next.
EXPLORE CREVIDA
Everything around the booking, connected.
Enquiries, clients, payments, appointments and the journey around them. Explore the parts of Crevida that help keep the business moving.